Big Picture In Practice

Future Proof Your Business With the Next Generation of Investors


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In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss how advisors can reach the next generation of investors. Joining them are guests Chanelle Pattinson, a Chartered Financial Planner and cofounder of Money Means, a financial planning subscription platform, and Ollie Smith, the senior editor of Morningstar’s European editorial team.


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Big Picture In PracticeBy Morningstar, Ben Johnson, Julie Willoughby

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